Retirement plan

CARPENTERS TRUST OF WESTERN WASHINGTON EMPLOYEE RETIREMENT S

Name: CARPENTERS TRUST OF WESTERN WASH - CARPENTERS TRUST OF WESTERN WASHINGTON EMPLOYEE RETIREMENT S (2017) Form 5500
Creator: CARPENTERS TRUST OF WESTERN WASH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARPENTERS TRUST OF WESTERN WASHINGTON EMPLOYEE RETIREMENT S, CARPENTERS TRUST OF WESTERN WASH

CARPENTERS TRUST OF WESTERN WASHEIN 91-0715926Plan #001PY 2017

2200 6TH AVE SUITE 300 - SEATTLE, WA 98121206-441-6514

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.2M

+5.3% from 2016

Total participants

-51.9% from 2016

Average account balance

$248,566

+13.8% from 2016

Annual return

13.51%

+7.29 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$891K

$63638 / participant

Other / not subdivided$891K100.0%

% of EOY assets

14.337%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$248,566

$99,020+151.0%

$86,590+187.1%

$147,584+68.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.51%

1312.34%-1298.8pp

964.84%-951.3pp

578.55%-565.0pp

Employer contribution / active EE

$16,601

$3,132+430.1%

$2,839+484.7%

$4,876+240.4%

Participant deferral / active EE

$11,538

$3,972+190.5%

$3,609+219.7%

$5,439+112.1%

Admin fee / account holder

$35,637

$5,710+524.1%

$4,906+626.4%

$10,885+227.4%

CARPENTERS TRUST OF WESTERN WASHINGTON EMPLOYEE RETIREMENT S

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARPENTERS TRUST OF WESTERN WASHINGTON EMPLOYEE RETIREMENT S

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion